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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Elroy who wrote (82395)	1/25/2019 8:29:55 AM
From: Sam	1 Recommendation Recommended By Donald Wennerstrom Read Replies (1) of 95503

AR and VR will be incorporated in many of those consumer devices and cells phones and will lead to increased demand for both memory and storage. Autos have more electronics in them with each passing year, not even counting autonomous vehicles. You express skepticism about autonomous vehicles, but they are being tested in a number of cities now and by every major auto manufacturer. They will each require about a terabyte of memory in order to work. "Smart" cities and roads will also require large amounts of storage and memory. And of course, most things require backup. Why would WDC dump their internal controller program just when it is bearing fruit? That makes no sense to me. People were selling the stocks when skies were blue and they were making a lot of money. Now Mr. Market is calling a bottom. Whether that is the right call, I can't say. I certainly didn't see the top, I am not going to speculate about the bottom. I do believe, though, that the future is bright.

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